Welcome To 
Financial Planning
That Puts Life First

I partner with people who want their wealth to do more than grow – they want their wealth to fuel a meaningful life.

4.9/5 from over 600 reviews
Let’s Talk About What Matters Most to You
Let’s Talk About What Matters Most to You
Miguel Delgado, CFP®
Senior Wealth Advisor

Traditional financial planning primarily focuses on quantitative measures such as investment metrics, time horizon, tax rates, and cash flow.

My attention is on helping you become a better steward of your wealth and create tangible results for building a life well lived.

Why it works
Helping you connect authentically with your audience
3,000+
Satisfied Users
50+
Customizable Modules
92%
Client Retention Rate
99.7%
Performance Optimization
Compass, Growth + Direction & Focus
modern
Fundamentals of Growth + Direction
& Focus

With your values as our guide, the fundamentals of growth are covered with advanced investment planning and a focus on tax optimization strategies.

responsive
When we align these core financial strategies
with the experience you want out of life:
Investment decisions gain clearer direction
Complex financial choices become easier to navigate and more focused
Your wealth becomes a force for what matters most
You’re pulled naturally back to your path
(rather than struggling to stay on course)
You discover what it means to have enough
About us
About us
Let’s Talk About What Matters Most to You
Let’s Talk About What Matters Most to You
What you get when financial strategies aligned with your experience
Success Stories
The People I Love to
Work With
People I love to work with - image of family
"We wanted to donate and support organizations that are important to us. Miguel helped us set up an account that grows over time so we can donate even more. He showed us how to diversify and grow our money in ways we hadn't ever known about before."
Aimee
Greenway Enterprises
"We're in higher return investments at a fraction of the risk. With Miguel, we put together a plan that has me retiring before 60. He's not just focused on the numbers, he takes in the full scope of what you want."
Alay
NorthStar Logistics
"Working with Miguel has been a game-changer. He encouraged me to set up a will, create a trust, and open a 529 account. He’s basically the closest thing to having a crystal ball for your financial future. He plans for the long and short term and helps you make smart decisions every step of the way. If you’re looking for someone who sees the full picture and helps you plan wisely, Miguel is the real deal."
Johanna T
Greenway Enterprises
"He got me to a place where I felt I am involved in my finances - I knew what was going on. We are working on it together. He analyzed all my finances and helped me figure out I could retire. He made me feel more at ease with being able to enjoy my life. He keeps my taxes to a minimum too."
Melanie W
NorthStar Logistics
"Miguel has been an invaluable asset to our business. His innovative strategies for retaining key employees and creating tax-advantaged retirement income have made a significant impact. Additionally, his introductions to top-notch tax advisors have dramatically improved our financials. Miguel's expertise and dedication are truly exceptional."
Kevin
Greenway Enterprises
Testimonials
Happy businesses

Franco has completely revolutionized our agency’s online presence. The sleek, intuitive design perfectly aligns with our modern branding.

Daniel Kardashian
Los Angeles, CA

The attention to detail in Franco is unmatched. It’s clear that this template was built for creators who demand both style and functionality.

Jessica Mercedes
New York, NY

Using Franco has elevated our client projects. Its flexibility and responsive design resonate with our audience and make every project a success.

Megan Fox
Washington, NY

Franco gave us the tools to create a site that reflects our commitment to innovation and simplicity. It’s a game-changer for modern agencies.

Jessica Mercedes
New York, NY

Franco has completely revolutionized our agency’s online presence. The sleek, intuitive design perfectly aligns with our modern branding.

Daniel Kardashian
Los Angeles, CA

The attention to detail in Franco is unmatched. It’s clear that this template was built for creators who demand both style and functionality.

Jessica Mercedes
New York, NY

Using Franco has elevated our client projects. Its flexibility and responsive design resonate with our audience and make every project a success.

Megan Fox
Washington, NY

Franco gave us the tools to create a site that reflects our commitment to innovation and simplicity. It’s a game-changer for modern agencies.

Jessica Mercedes
New York, NY

Franco has completely revolutionized our agency’s online presence. The sleek, intuitive design perfectly aligns with our modern branding.

Daniel Kardashian
Los Angeles, CA

The attention to detail in Franco is unmatched. It’s clear that this template was built for creators who demand both style and functionality.

Jessica Mercedes
New York, NY

Using Franco has elevated our client projects. Its flexibility and responsive design resonate with our audience and make every project a success.

Megan Fox
Washington, NY

Franco gave us the tools to create a site that reflects our commitment to innovation and simplicity. It’s a game-changer for modern agencies.

Jessica Mercedes
New York, NY
Image of telescope
Playing chess like tax strategy
Find your path and follow it
Case study
After more than a decade in Wealth Management, I noticed something:

The traditional financial planning field is too focused on managing money.
Playing chess like tax strategy
Case study
My mission is to change that way of thinking by going deeper - connecting your financial well being to something bigger.
Image of telescope
Case study
I believe financial planning should deliver more than money, it should be a roadmap for funding a life that fuels your soul.
Find your path and follow it
More About Me
More About Me
Dirty boots in hiking setting
Playing chess like tax strategy
business planning blue collar
Case study
Hi, I’m Miguel Delgado.

The traditional financial planning field is too focused on gathering data and creating task lists. 
Case study
My mission is to change that way of thinking by going deeper - connecting your financial well being to something bigger.
Case study
I believe financial planning should deliver more than money, it should be a roadmap for funding your amazing life.
More About Me
More About Me
Services with more transparency
and meaningful outcomes
- I'm all about you.
Personal Financial Planning
Personal Financial Planning

A structured approach that transforms complex financial decisions into clear action steps.

Learn More
Business Financial Planning
business planning blue collar
Business Financial Planning

Leveraging your business tax-efficiently to deliver the lifestyle you want.

Learn More
Investment Management
Investment Management

Growing your investments while protecting you from emotional decisions that derail long-term plans.

Learn More
Tax-Smart Investing
Tax-Smart Investing

Custom-crafted tax strategies that preserve your wealth while also powering what you want to do next.

Learn More
FEATURES
Establishing a great long-term partnership is very important for success.
Let's see how well we work together before you make an investment.

Schedule a complimentary review of your financial picture. We’ll look at three core realms:

What's in your heart: Your values and your vision for a meaningful life
What's on your mind: Your concerns and your goals for what you’d like your wealth to accomplish
What you have: Your current financial situation
Partnership Values and meaningful life
Franco reflects a commitment to innovation and thoughtful design
How do we want to be remembered. Daughter hugging other.
Franco reflects a commitment to innovation and thoughtful design
Dancing in the outdoors
Franco reflects a commitment to innovation and thoughtful design
Let’s Talk About What Matters Most to You
Let’s Talk About What Matters Most to You

This isn't about peace of mind - this is about purpose of mind.

FAQ
What makes Franco different from other Webflow templates?

Franco® is specifically designed with eco-conscious brands in mind. Unlike standard templates, it incorporates sustainable design principles, focusing on eco-friendly aesthetics, optimized performance, and features that resonate with businesses dedicated to environmental responsibility. It’s perfect for brands that want to make a positive impact and connect with like-minded audiences.

Can I customize Franco without coding skills?

Franco® is specifically designed with eco-conscious brands in mind. Unlike standard templates, it incorporates sustainable design principles, focusing on eco-friendly aesthetics, optimized performance, and features that resonate with businesses dedicated to environmental responsibility. It’s perfect for brands that want to make a positive impact and connect with like-minded audiences.

Is Franco optimized for SEO?

Franco® is specifically designed with eco-conscious brands in mind. Unlike standard templates, it incorporates sustainable design principles, focusing on eco-friendly aesthetics, optimized performance, and features that resonate with businesses dedicated to environmental responsibility. It’s perfect for brands that want to make a positive impact and connect with like-minded audiences.

Does Franco support CMS collections for blogging or content updates?

Franco® is specifically designed with eco-conscious brands in mind. Unlike standard templates, it incorporates sustainable design principles, focusing on eco-friendly aesthetics, optimized performance, and features that resonate with businesses dedicated to environmental responsibility. It’s perfect for brands that want to make a positive impact and connect with like-minded audiences.

Legacy Investment Solutions, LLC is an entity with the Securities and Exchange Commission (SEC), but registration does not constitute an endorsement of the firm by securities regulators, nor does registration indicate that an advisor has gained a particular level of skill or ability.
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